Creating edit form controls

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Creating edit form controls

1. General information

  • This guide describes the methods for creating new controls in an edit form.
  • Controls can be created directly in the edit form or from the view table that displays the edit form’s records.
  • Creating controls directly in the edit form is the preferred method because it provides a complete list of all available control types.
  • Controls can also be created from the view table, but only a limited list of the most commonly used control types is available.
  • Adding a new control is available only in administrator mode.
  • Detailed descriptions of the parameters of individual control types are provided in separate edit form guides dedicated to specific controls.

2. Adding a new control directly from the edit form

  • The preferred method for creating new controls is adding them directly from the edit form, as this provides a complete list of all available control types.

2.1. Using the toolbar with the complete list of all control types

  • First, the position where the new control should be placed is selected by clicking within the edit form. This highlights the selected position with a grey horizontal line. Then, selecting the desired control type from the edit form toolbar opens a dialog where the attributes of the new control can be filled in and saved. The new control is then inserted into the selected position of the edit form.
  • If no position is selected before inserting a new control, the control will be placed at the end of the edit form.
  • The rights of the new control are prefilled in the dialog according to the control at the marked position; without a marked position according to the co-owners of the records of the edit form (the “Editing rights” tab in the edit form settings).

2.2. Using the edit form settings dialog

  • New controls can also be created in the edit form using an approach similar to creating a new application with the wizard from the home page.
  • A detailed description of how to add new controls using the edit form settings dialog is provided in the separate guide Edit form.

3. Adding a new control from the view table

  • New controls can be created from the view table, but only a limited list of the most commonly used control types is available.
  • In administrator mode, an icon “+ Add column” appears on the right edge of the view table (datagrid), allowing a new control to be inserted into the edit form.
  • The icon appears only for a view table placed on a view page that is not a statistical table, has its content displayed, shows at least one column of the source edit form and is not wider than the web browser window.
  • After clicking this icon, a list of controls that can be added to the edit form is displayed. This list includes the most commonly used types:
    • TextBox
    • TextArea
    • RichTextBox
    • ComboBox
    • ListBox
    • MultiListBox
    • Radio
    • CheckBox
    • ForeignKey
    • File
    • Image
    • DatePicker
    • Autosum
  • After selecting the desired type, a dialog appears with settings for all attributes of the new control and an option to save it using the “Save” button.
  • The new control will be placed in the edit form immediately after the control that appears last in the view table.
  • The new control will also appear as a new column in the datagrid from which it was added.
  • If the view table has default columns set, the new control is added to them as well. It is also added to the default columns of the other view tables on the view pages of the application in which the edit form is placed, if they have the same default columns as the view table from which the control was added.
  • The rights of the new control are prefilled in the dialog according to the control that appears last in the view table.